KYP - Turning insight into trust.
Know your client's priorities before the first meeting.
KYP ranks what your applicant actually cares about — rate, flexibility, speed, reassurance — before you sit down together.
- Detailed diagnostic report, ready roughly 15 seconds after they finish
- No names, no addresses, no financial data — just your own reference code
- A simple, quick exercise your client completes on their phone
Around nine in ten UK mortgages are now arranged through a broker rather than direct with a lender (IMLA, 2026). In a channel that crowded, where access to products is broadly similar, what sets you apart isn't the panel — it's how well you understand the person in front of you.
The first 20 minutes of most meetings are spent guessing.
Book the appointment and a client will usually lead with the headline rate. Sit down together and the real drivers often turn out to be overpayment flexibility, speed to completion, or just wanting reassurance. Working that out live, in the room, eats the time you meant to spend advising.
| Standard meeting | KYP meeting |
|---|---|
| Ten to twenty minutes spent digging for what actually matters to them | Straight into a conversation shaped around their real priorities |
| Client leads with rate, because that's the only thing they think to mention | Client has already weighed rate against flexibility, speed and reassurance |
| Discovery feels like an interrogation | Discovery feels like they've already been listened to |
| Your notes on their preferences are your best guess | A documented record of the choices they made during the exercise |
How it works
- Send the link, with your own reference. Add your CRM or diary reference to the link — no client details, no setup, no KYP account for your client to create.
- Client ranks their priorities. A short, Head-to-Head-choice exercise on their phone or computer. About 4 minutes.
- Report lands in your inbox. Typically an 8-page PDF, roughly 15 seconds after they finish, referenced by the code you set.
Steps
From enquiry to insight, in five steps.
Enquiry call
Client calls in — nothing changes about how you take the enquiry.
Link sent
A neutral ichoose.uk link goes straight to their phone or inbox.
Session run
A short series of head-to-head choices — no forms, no jargon.
Client sees results
A simple, clear ranking of their priorities.
You get the report
Full detail, ready before you call back.
Time is money
How much is applicant drop-off costing you?
Move the sliders. This is time already spent before an applicant disengages or goes elsewhere.
spent on applicants who went elsewhere or disengaged, before you'd have known it.
Simple, adviser-based pricing
Practice (150 credits)
£100/month
For firms and multi-adviser practices. 150 profile credits included per block, every month. This means up to 50 full, eight-page reports per month.
If you go over your subscription once in a while, overage automatically keep you working at just £1/credit on a Pay-As-You-Go basis and no commitment.
Get startedIndividual AR (60 credits)
£45/month
For a single Appointed Representative. One licence provides 60 profile credits (up to 20 full eight-page reports) included every month.
Need a few more in a busy month? Our overage plan keeps you working on a Pay-As-You-Go basis. £1 per credit means just £3 for a full report. simple, honest plans to keep your business flowing.
Get startedOne extra completed case every two and a half years covers the year.